AUM per client for Independent firms serving clients in Iowa

Independent firms active in Iowa 77 firms
Very Low $15K-$110K
Low $110K-$280K
Typical $280K-$450K
High $450K-$700K
Very High $700K-$1.4M
5th 20th 40th 60th 80th 95th

Median: $370K

Firm
AUM/client
AUM
Clients
HNW client %
Apexedge LLC
Ashland Advisors PLLC logo Ashland Advisors PLLC
$0
BlackOak Advisors LLC logo BlackOak Advisors LLC
DrG Financial, LLC
Gremler Financial Corp
Greteman Capital Management
$0
Highland Wealth Management logo Highland Wealth Management
Open Prairie Wealth Management
Raindrop Financial, Inc
Vestera Wealth LLC logo Vestera Wealth LLC
$1.7M
Redspire Wealth Management, LLC logo Redspire Wealth Management, LLC
Very Low $95K
$190K
2
100%
Koios Private Family Offices, LLC logo Koios Private Family Offices, LLC
Typical $290K
$1.5M
5
80%
Woodlands Capital Management, LLC logo Woodlands Capital Management, LLC
Very High $1.1M
$5.7M
5
60%
Green Belt Investment Services
6
0%
Lunea Wealth Management logo Lunea Wealth Management
Very Low $0
$0
6
0%
Simplified Planning and Investments logo Simplified Planning and Investments
Very High $1.4M
$8.4M
6
0%
Zenith Wealth Management logo Zenith Wealth Management
Very Low $58K
$350K
6
0%
Pearl Wealth LLC logo Pearl Wealth LLC
Very High $6.5M
$110M
17
100%
Acumen Associates LLC logo Acumen Associates LLC
Very Low $66K
$590K
9
0%
Dentist Exit Planning logo Dentist Exit Planning
Typical $440K
$4M
9
0%
3G Capital LLC
Typical $390K
$4.7M
12
17%
Castellum Capital Management LLC logo Castellum Capital Management LLC
Low $240K
$2.8M
12
75%
The Retirement Planning Center
Low $250K
$3.2M
13
0%
Diamond Trail Capital Management logo Diamond Trail Capital Management
Very High $750K
$11M
14
0%
Executive Wealth Partners
Very High $1.3M
$18M
14
43%
Reed Financial, LLC logo Reed Financial, LLC
Very High $1.5M
$21M
14
7%
MSM Financial, LLC logo MSM Financial, LLC
Very High $900K
$14M
16
44%
R&V Personal Finance, LLC logo R&V Personal Finance, LLC
High $550K
$8.8M
16
25%
Bellwether Financial Advisors
Very Low $0
$0
17
0%
Pira Wealth Management logo Pira Wealth Management
Low $210K
$3.5M
17
0%
Hart Wealth Management logo Hart Wealth Management
Very High $2.6M
$46M
18
72%
Ares-Bound Capital logo Ares-Bound Capital
Very Low $24K
$460K
19
0%
Storybook Financial logo Storybook Financial
Very Low $23K
$440K
19
11%
Mandala Financial Advisors LLC logo Mandala Financial Advisors LLC
Very High $1.2M
$25M
21
52%
Optimum Wealth Management, LLC logo Optimum Wealth Management, LLC
Very High $870K
$18M
21
24%
St. Therese Financial LLC logo St. Therese Financial LLC
Very Low $39K
$830K
21
10%
Turner Financial logo Turner Financial
Low $210K
$4.3M
21
5%
Lexington Capital, LLC
High $570K
$13M
22
18%
CoreTegic Capital, LLC logo CoreTegic Capital, LLC
High $700K
$16M
23
65%
Ortman Finances, LLC logo Ortman Finances, LLC
Very Low $19K
$460K
24
8%
Black Mammoth LLC logo Black Mammoth LLC
Very Low $72K
$1.9M
26
0%
Alba Financial LLC logo Alba Financial LLC
Very Low $110K
$2.9M
27
0%
Capital View Wealth Management, LLC
Very High $4.8M
$130M
27
100%
Well Advised, LLC logo Well Advised, LLC
Low $200K
$6M
30
0%
Genesis Wealth Planning, LLC logo Genesis Wealth Planning, LLC
Typical $320K
$10M
32
0%
Weiss Financial Group, LLC logo Weiss Financial Group, LLC
Very Low $90K
$3M
33
0%
Kraft Financial, LLC
Very High $1M
$36M
35
66%
Prospective Value Partners LLC logo Prospective Value Partners LLC
Very High $2.1M
$75M
36
81%
Ballheim Financial LLC
Very High $870K
$32M
37
46%
The Planners Professional Services, Inc. logo The Planners Professional Services, Inc.
Very Low $0
$0
37
35%
Patel Wealth Strategies, Inc.
Low $200K
$8.9M
45
20%
Total Wealth logo Total Wealth
High $460K
$21M
45
22%
TRUEWEALTH STEWARDSHIP, LLC logo TRUEWEALTH STEWARDSHIP, LLC
Very Low $0
$0
47
11%
Yield Financial Advisors logo Yield Financial Advisors
Typical $380K
$20M
52
15%
LIS Inc
High $520K
$28M
54
15%
Flattery Wealth Management LLC logo Flattery Wealth Management LLC
Typical $300K
$17M
58
5%
Leetown Advisors logo Leetown Advisors
Low $210K
$13M
60
2%
Liberty Advisers Inc. logo Liberty Advisers Inc.
Typical $330K
$20M
61
13%
Couleur Investments
Typical $280K
$18M
62
23%
Actis Wealth Management logo Actis Wealth Management
Very High $1.1M
$70M
64
25%
CPK Wealth Management LLC logo CPK Wealth Management LLC
Very High $1.1M
$69M
64
47%
Intelligent Investments
Low $260K
$17M
66
3%
Teacher Wealth logo Teacher Wealth
Low $270K
$18M
68
6%
JB Financial Services, Inc.
High $520K
$37M
71
15%
Evergreen Capital Management Inc logo Evergreen Capital Management Inc
Low $160K
$12M
75
0%
LW Advisors, L.L.C. logo LW Advisors, L.L.C.
High $470K
$36M
76
20%
O'Brien and Associates, Inc.
High $590K
$49M
83
20%
Brilliant Financial Advisors LLC
Very Low $81K
$7M
86
0%
Schenkelberg Investments, LLC logo Schenkelberg Investments, LLC
High $620K
$60M
96
15%
Rothamel Wealth Management, LLC logo Rothamel Wealth Management, LLC
Typical $370K
$40M
108
13%
Busbee Wealth Advisors LLC
Typical $390K
$43M
110
24%
Successful Resource Management, Ltd. logo Successful Resource Management, Ltd.
Typical $390K
$43M
111
20%
Locke Financial Services, Inc. logo Locke Financial Services, Inc.
High $460K
$55M
120
0%
Mottet Wealth logo Mottet Wealth
High $520K
$68M
130
12%
Palen Financial LLC logo Palen Financial LLC
Low $270K
$40M
146
5%
Kingdom Wealth Development, LLC
Very Low $61K
$9.1M
150
1%
Omni Wealth Management logo Omni Wealth Management
Low $200K
$37M
181
8%
Stonefield Investment Advisory, Inc. logo Stonefield Investment Advisory, Inc.
High $600K
$110M
181
16%
Thompson Private Wealth logo Thompson Private Wealth
Typical $390K
$74M
189
79%
Hyline Wealth logo Hyline Wealth
Typical $420K
$81M
194
53%
DSM Financial L.L.C. logo DSM Financial L.L.C.
200
0%
Lane Family Wealth Management logo Lane Family Wealth Management
Very High $700K
$140M
202
26%
AFSC Advisors, Inc logo AFSC Advisors, Inc
Low $180K
$37M
207
29%
Keystone Wealth Management logo Keystone Wealth Management
High $580K
$120M
207
21%
VisionX Wealth Partners
High $480K
$110M
226
11%
Solidity Financial LLC logo Solidity Financial LLC
Typical $290K
$73M
252
8%
Compass Lighthouse Capital, LLC logo Compass Lighthouse Capital, LLC
Typical $340K
$89M
259
8%
Intentional Retirement, LLC logo Intentional Retirement, LLC
High $510K
$150M
288
26%
Planvest, LLC logo Planvest, LLC
Low $150K
$45M
298
16%
Alternative Strategies Group, Inc. logo Alternative Strategies Group, Inc.
Low $110K
$74M
687
10%
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